BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
BLUE BELL PA · SEC CIK 0001352860
$8.02亿2026Q2 申报市值
716持仓数
44.1%前十大占比 · 第一大 20.4%
34 / 45新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PSUS 新建仓+$649.16万
VBIL 新建仓+$285.09万
CET 加仓+$184.27万
SPYM 加仓+$174.01万
SPY 加仓+$168.17万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$191.63万
ADX 减仓-$122.12万
SCHX 减仓-$119.79万
SCHB 减仓-$111.33万
JOF 清仓-$98.16万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | YIELDMAX AAPL OPTION INCOME STRATEGY ETF | $255 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | BNY MELLON HIGH YIELD STRATEGI SH BEN INT | $242 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX AMZN OPTION INCOME STRATEGY ETF | $214 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX NVDA OPTION INCOME STRATEGY ETF | $199 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX NFLX OPTION INCOME STRATEGY ETF | $181 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | GAMESQUARE HLDGS INC COM | $148 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $108 | 0.00% | 6 | -200 | -97.1% | -$3,600 | 减仓 |
| — | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - SEPTEMBER | $91 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC COM NEW | $87 | 0.00% | 13 | -20 | -60.6% | -$134 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $83 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GOPRO INC CL A | $78 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $56 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR US EQUITY ACCELERATED ETF | $43 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL | $41 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | THE BEACHBODY COMPANY INC COM CL A NEW | $20 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | TRUGOLF HLDGS INC COM CL A | $4 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -11,295 | -100.0% | -$191.63万 | 清仓 |
| JOF | JAPAN SMALLER CAPITALIZATION F COM | $0 | 0.00% | 0 | -90,057 | -100.0% | -$98.16万 | 清仓 |
| — | MFS HIGH INCOME MUN TR SH BEN INT | $0 | 0.00% | 0 | -103,096 | -100.0% | -$38.25万 | 清仓 |
| — | MICROVAST HOLDINGS INC COM | $0 | 0.00% | 0 | -125,493 | -100.0% | -$18.82万 | 清仓 |
| ABT | ABBOTT LABORATORIES COM | $0 | 0.00% | 0 | -1,667 | -100.0% | -$17.12万 | 清仓 |
| — | GAMCO NAT RES GOLD & INCOME TR SH BEN INT | $0 | 0.00% | 0 | -20,422 | -100.0% | -$17.05万 | 清仓 |
| BMO | BANK MONTREAL MEDIUM COM | $0 | 0.00% | 0 | -960 | -100.0% | -$12.99万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -4,976 | -100.0% | -$7.90万 | 清仓 |
| — | MFS HIGH YIELD MUN TR SH BEN INT | $0 | 0.00% | 0 | -20,917 | -100.0% | -$7.49万 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -1,248 | -100.0% | -$6.59万 | 清仓 |
| RY | ROYAL BK CDA COM | $0 | 0.00% | 0 | -345 | -100.0% | -$5.58万 | 清仓 |
| — | SEALED AIR CORP NEW COM | $0 | 0.00% | 0 | -1,077 | -100.0% | -$4.53万 | 清仓 |
| — | NUVEEN PA INVT QUALITY MUN FD COM | $0 | 0.00% | 0 | -3,329 | -100.0% | -$3.97万 | 清仓 |
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -334 | -100.0% | -$3.68万 | 清仓 |
| — | VOYA EMERGING MKTS HIGH DIVID COM | $0 | 0.00% | 0 | -4,815 | -100.0% | -$3.21万 | 清仓 |
| CDE | COEUR MNG INC COM NEW | $0 | 0.00% | 0 | -727 | -100.0% | -$1.36万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $0 | 0.00% | 0 | -47 | -100.0% | -$1.31万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -485 | -100.0% | -$1.26万 | 清仓 |
| SLF | SUN LIFE FINANCIAL INC. COM | $0 | 0.00% | 0 | -187 | -100.0% | -$1.17万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP COM | $0 | 0.00% | 0 | -64 | -100.0% | -$1.10万 | 清仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC COM | $0 | 0.00% | 0 | -404 | -100.0% | -$1.06万 | 清仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | $0 | 0.00% | 0 | -369 | -100.0% | -$8,694 | 清仓 |
| ASH | ASHLAND INC COM | $0 | 0.00% | 0 | -150 | -100.0% | -$8,342 | 清仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $0 | 0.00% | 0 | -166 | -100.0% | -$7,888 | 清仓 |
| LUV | SOUTHWEST AIRLS CO COM | $0 | 0.00% | 0 | -190 | -100.0% | -$7,138 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -200 | -100.0% | -$7,028 | 清仓 |
| BLBD | BLUE BIRD CORP COM | $0 | 0.00% | 0 | -98 | -100.0% | -$5,565 | 清仓 |
| MSTR | STRATEGY INC CL A NEW | $0 | 0.00% | 0 | -43 | -100.0% | -$5,366 | 清仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $0 | 0.00% | 0 | -44 | -100.0% | -$3,646 | 清仓 |
| APOG | APOGEE ENTERPRISES INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$3,354 | 清仓 |
| UAA | UNDER ARMOUR INC CL A | $0 | 0.00% | 0 | -534 | -100.0% | -$3,156 | 清仓 |
| VCYT | VERACYTE INC COM | $0 | 0.00% | 0 | -85 | -100.0% | -$2,738 | 清仓 |
| HUM | HUMANA INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$1,734 | 清仓 |
| — | VALHI INC NEW COM | $0 | 0.00% | 0 | -85 | -100.0% | -$1,216 | 清仓 |
| FUBO | FUBOTV INC COM NEW CL A | $0 | 0.00% | 0 | -116 | -100.0% | -$1,097 | 清仓 |
| AMDL | GRANITESHARES 2X LONG AMD DAILY ETF | $0 | 0.00% | 0 | -78 | -100.0% | -$952 | 清仓 |
| DPZ | DOMINOS PIZZA INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$718 | 清仓 |
| — | CAMBRIA CANNABIS ETF | $0 | 0.00% | 0 | -132 | -100.0% | -$675 | 清仓 |
| ASIX | ADVANSIX INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$610 | 清仓 |
| CLNE | CLEAN ENERGY FUELS CORP COM | $0 | 0.00% | 0 | -200 | -100.0% | -$496 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $0 | 0.00% | 0 | -105 | -100.0% | -$384 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $0 | 0.00% | 0 | -40 | -100.0% | -$338 | 清仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $0 | 0.00% | 0 | -16 | -100.0% | -$210 | 清仓 |
| INTA | INTAPP INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$154 | 清仓 |
| — | ITERUM THERAPEUTICS PLC SHS NEW | $0 | 0.00% | 0 | -66 | -100.0% | -$2 | 清仓 |